Wealth Advisor Associate

Position: Wealth Advisor Associate Hybrid Role
Join Focus Partners as a Wealth Advisor Associate, focusing on personalized financial planning in a hybrid work environment. Collaborate with teams to craft tailored investment strategies for clients.

This Associate Wealth Advisor position at Focus Partners Wealth is a fantastic opportunity to enter the financial planning field. You will work with experienced Wealth Advisors to develop financial strategies encompassing retirement, tax, and risk management.

Your role will involve maintaining strong client relationships and ensuring compliance through diligent communication and planning.

Key Responsibilities:

• Revise and present comprehensive financial plans

• Monitor and adjust client investment strategies

• Partner with Portfolio Management on trade execution

• Engage in day-to-day client communications

• Lead client billing reviews for compliance

Requirements:

• Bachelor’s Degree necessary

• Minimum 2 years in financial services

• Series 65 or similar within 120 days

• Proficient in financial planning concepts

• High attention to detail and analytical proficiency

Apply your skills in creating impactful financial strategies with Focus Partners as an Associate Wealth Advisor.
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